Purchases and Sales Made in Q4 2023 in Hubspot Inc (HUBS)
This table provides information about the institutional ownership of Hubspot Inc (HUBS) during Q4 2023. The information is specifically focused on institutions that hold shares of HUBSPOT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
66+ 1.39% |
$27.1K - $38.9K
|
4.81K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
57+ 20.65% |
$23.4K - $33.6K
|
333
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 34.81% |
$22.6K - $32.4K
|
213
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
54New |
$22.2K - $31.8K
|
54
$37.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
50New |
$20.5K - $29.5K
|
50
$34.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
50New |
$20.5K - $29.5K
|
50
$34.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47+ 335.71% |
$19.3K - $27.7K
|
61
$42.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
45New |
$18.5K - $26.5K
|
45
$31.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
41+ 1.34% |
$16.8K - $24.2K
|
3.09K
$2.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
41+ 3.2% |
$16.8K - $24.2K
|
1.32K
$923K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
41+ 2.77% |
$16.8K - $24.2K
|
1.52K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
40+ 1.31% |
$16.4K - $23.6K
|
3.09K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
40+ 56.34% |
$16.4K - $23.6K
|
111
$77.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
39+ 0.64% |
$16K - $23K
|
6.1K
$4.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
35+ 5.08% |
$14.4K - $20.6K
|
724
$505K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
35+ 5.08% |
$14.4K - $20.6K
|
724
$505K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
32+ 1.86% |
$13.1K - $18.8K
|
1.75K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
32+ 0.41% |
$13.1K - $18.8K
|
7.87K
$5.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32+ 1.68% |
$13.1K - $18.8K
|
1.94K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
30+ 69.77% |
$12.3K - $17.7K
|
73
$50.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30+ 1.38% |
$12.3K - $17.7K
|
2.21K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
27+ 0.86% |
$11.1K - $15.9K
|
3.18K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26+ 5.33% |
$10.7K - $15.3K
|
514
$358K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 21.88% |
$8.63K - $12.4K
|
117
$81.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
21+ 0.5% |
$8.63K - $12.4K
|
4.22K
$2.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 29.17% |
$8.63K - $12.4K
|
93
$64.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
20+ 0.7% |
$8.22K - $11.8K
|
2.88K
$2.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20+ 1.16% |
$8.22K - $11.8K
|
1.75K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
19+ 3.5% |
$7.81K - $11.2K
|
562
$392K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
18New |
$7.4K - $10.6K
|
18
$12.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
18+ 0.47% |
$7.4K - $10.6K
|
3.82K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
18+ 47.37% |
$7.4K - $10.6K
|
56
$39.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
17+ 2.62% |
$6.99K - $10K
|
666
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
17+ 3.81% |
$6.99K - $10K
|
463
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17+ 242.86% |
$6.99K - $10K
|
24
$16.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17New |
$6.99K - $10K
|
17
$11.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16New |
$6.57K - $9.42K
|
16
$11.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
16+ 1.13% |
$6.57K - $9.42K
|
1.43K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16+ 4.72% |
$6.57K - $9.42K
|
355
$248K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
16+ 1.82% |
$6.57K - $9.42K
|
893
$623K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15+ 1.06% |
$6.16K - $8.84K
|
1.43K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 88.24% |
$6.16K - $8.84K
|
32
$22.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 20.29% |
$5.75K - $8.25K
|
83
$57.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 9.68% |
$4.93K - $7.07K
|
136
$94.9K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12+ 8.39% |
$4.93K - $7.07K
|
155
$108K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
12+ 2.17% |
$4.93K - $7.07K
|
564
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12+ 400.0% |
$4.93K - $7.07K
|
15
$10.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
12+ 0.75% |
$4.93K - $7.07K
|
1.61K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
12+ 0.8% |
$4.93K - $7.07K
|
1.52K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$4.52K - $6.48K
|
11
$7.67K
|